Set up request data display mode

You can configure how request details are presented and configure a request dashboard.

In this topic:

Request data display mode

The details of a request can be presented in sequential sections or in separate tabs. Select the mode that fits your needs.

Prerequisites:

• You have the Configuration - Access to all Applications and their configuration, except User Administration access grant.
• You have the View Request Types or Edit Request Types access grant.

To select request data display mode:

1. Click the Administration button in the masthead.

2. From the Administration menu, select Demand Management > Manage Request Types.

3. Click the name link of the request type for which you want to configure the layout. You can use the Search box to quickly find a request type by keyword in the name or description.

4. Go to the Dashboard & Tabs tab.

5. In the Set Up Layout Style area, select a mode for displaying request details.

   • Flow layout. Presents request details in sequential sections.

   • Tab layout. Presents request details in tabs.

   Note: Switching between tab and flow layouts has the following effects:

   • Custom tabs are hidden in flow layout.
   • Dashboard settings are preserved.
6. Click Save.

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Configure request dashboard

You can enable or disable dashboard for the request type. If it is enabled, create or import a dashboard for the request type.

Prerequisite:

To configure the dashboard for a request type, you must have the Edit Request Types access grant. In addition, you are given the edit access grant from the Ownership tab of the request type.

Configure dashboard in tab layout

If the request type uses tab layout, do the following:

1. From the Manage Request Types page, click the name link of the target request type to the open the request type settings page.

2. To enable dashboard, in the Dashboard & Tabs tab, Set up Tabs area, add the Dashboard card to the Selected Tabs list.

3. In the Tabs section, click the Settings button on the Dashboard tab.

4. To change the display name of the Dashboard tab, enter a new name in the Change Tab Name field.

5. In the Request Dashboard Layout Settings area, click Configure Layout to configure dashboard layout.

6. You can either create a dashboard for the request type or import a dashboard from other request types:

   Option	Details
   Add Portlets	To add portlets to create a dashboard for the request type: Click Add Portlet. The Add Portlets page opens and lists the portlets whose category is Request Overview and to which you have view access grant. Select the portlets to add to the dashboard and then click Add. You can use the Search box to quickly find a portlet by keywords in the name or description.
   Import a dashboard	To import a dashboard from other request types: Click Import Dashboard. Note: If you already added portlets to the dashboard, clicking the Import Dashboard button overwrites these portlets. The Import Dashboard From page opens and lists the request types that have portlets in the dashboard and to which you have view access grant. Select the request type from which to import the dashboard and click Done. You can type a keyword in the Search box to quickly find the target request type.

7. Edit the preferences for portlets on the dashboard:

   • To change the position of a portlet, drag and drop it to the preferred place on page.

   • To change the portlet size, drag the portlet border.

   • To change the portlet title and specify the data to display on the portlet, click the Edit button to open the Edit Preferences page.

8. To delete a portlet, click Delete and then click Yes to confirm.

9. Click Done.

10. Click Save.

Configure dashboard in flow layout

If your request type uses flow layout, do the following:

1. From the Manage Request Types page, click the name link of the target request type to open the request type settings page.

2. In the Set Up Dashboard section, turn on the Enable Request Dashboard toggle.

   The following settings are enabled only when the toggle is turned on.

3. In the Request Dashboard Layout Settings area, configure the dashboard layout. For details, see step 4 through step 8.

4. Click Save.

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Configure request tabs

If the request type uses tab layout, you can decide which tabs are displayed and how these tabs are ordered in request details.

Prerequisite:

The request type uses tab layout. For details, see Request data display mode.

To set up request tabs:

1. On the Request Type Settings page, navigate to the Set Up Tabs area.

2. To display a specific tab in the request details page, from the Available Tabs area, drag the corresponding tab to the Selected Tabs area.

   You can select the following tabs:

   Note: The Details tab, which provides a request's basic information, is always selected for display and cannot be removed.

   Tab	Description
   Status	Lists the request's associated workflow steps, and provides details for the completed workflow steps. For details, see View a request's associated workflow steps.
   Notes	Lists the notes added for the request and request field value change history.
   References	Provides additional details for the request, such as a document for more information and entities having dependencies with the request. For details, see Add references to requests.
   Strategy	Available to proposal, project, and asset request types only. When a request is included in a portfolio, you can use this tab to align the request with strategic themes, and add the request's impacts to a business goal's KPI. For details, see Align requests with strategic themes.
   Dashboard	Includes portlets to dynamically display request details such as progress and resource demand. For details, see Use request dashboard. You need to configure the Dashboard tab by clicking the Settings button on the tab. For details, see Configure dashboard for requests.
   Custom tab	Available to non-program and non-project types only. Displays items with a predefined relation to the request, and enables direct creation of related requests from the tab to automatically establish the predefined relation. For details, see Add references from a custom tab. When adding a custom tab to a request, you need to specify the included request types and their relations to the request. For details, see Add custom tabs.

3. The tab sequence on the request details page corresponds to the order listed in the Selected Tabs area. To adjust the sequence, drag the tabs to your preferred order.

4. To remove a tab, either click the Remove button on the tab or drag it to the Available Tabs area.
5. Click Save.

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Add custom tabs

Add custom tabs to a request type and configure the custom tab to display related requests.

To add a custom tab:

1. From the Manage Request Types page, select a request type for which you want to add a custom tab.

   Note: You cannot add custom tabs to programs or projects.

2. On the Request Type Settings page, the Set Up Layout Style area, select Tab layout.

3. In the Set Up Tabs > Selected Tabs area, click the Add custom tab button . The Custom tab appears in the Selected Tabs area.

4. Click the Settings button on the Custom tab and configure the following:

   • Change Tab Name: Enter a name for the tab.

   • Specify Related Requests: Specify which related requests are displayed on the custom tab. You can either show requests added as references on the References tab or those established by reciprocal fields.

     Option	Description
     List requests in References	When you select this option, the custom tab will: Display referenced requests of a specific type. Allow you to create new requests as references with a specific relationship. You need to specify the following: Request type: Select the type of the request. Relation: Select the reference relationship. For example, if you select Bug in Request type and The included item is related to the request in Relation, then the custom tab and References tab work as follows: When a bug is added as a reference with the Related to this request relationship on the References tab, the bug is also added on the custom tab. When a new request is created on the custom tab, it is created as a bug and also added to the References tab with the relationship of Related to this request. For details on the relations, see References and relationships.
     Use reciprocal field	If the current request type is related to another request type by a reciprocal field, specify the reciprocal field and the related request type. For details about reciprocal fields, see Set up request relationships. Reciprocal Field: Select the reciprocal field by which the current request type is related to another request type. Request Type:The related request type. It is automatically populated based on the selected value in Reciprocal Field. For example, if an Epic request type is related to a Feature request type through the Features field, select Features in the Reciprocal Field. The Request Type field is automatically filled with Feature and the custom tab of an epic lists all features that are related to the epic.

   • Layout: Read-only. Requests in the custom tab are displayed in table view.

5. Click Save to save your changes.

6. At the top of the page, next to Custom tab, click the back arrow to return to the Layout section. To add another custom tab, repeat step 3 through step 5.

7. When you have added all custom tabs, click Save.

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See also:

• Add references to requests